Advisors at this firm
Parker R
CFP®
Mt. Pleasant, SC
Detterbeck Wealth Management
Parker Ring is a CFP® professional at Detterbeck Wealth Management with four years of experience at the firm. His prior work includes roles at MLR Design, LLC and Clemson University. Detterbeck Wealth Management is a small SEC-registered firm managing approximately $252 million and serves individuals, trusts, estates, and business entities. The firm employs a Core & Satellite investment approach combining low-cost passive core allocations with actively managed satellite exposures and offers a range of services including discretionary investment management, comprehensive financial planning, and specialized projects such as business valuation and succession planning.
Lester D
CFP®, CFA®, Series 63, Series 66
Mt. Pleasant, SC
Detterbeck Wealth Management
Lester Detterbeck III is a CFP® and CFA® with 26 years of industry experience. He has been with Detterbeck Wealth Management since 1999 and is also chairman of the accounting firm Detterbeck, Johnson & Monsen, a role he has held since 1976. Detterbeck Wealth Management is a small SEC-registered firm based in Mt. Pleasant, SC, managing approximately $252 million. The firm serves individuals, trusts, estates, and business entities, offering discretionary investment management and comprehensive financial planning with a Core & Satellite investment approach that combines low-cost passive allocations and actively managed satellite exposures.
Brett D
CFP®, CFA®, Series 66
Palatine, IL
Detterbeck Wealth Management
Brett Detterbeck is a CFP®, CFA®, and Series 66-registered advisor with 24 years of industry experience. He has been with Detterbeck Wealth Management since 2000, where he is part of a three-advisor team based in Palatine, IL. Detterbeck Wealth Management is a small SEC-registered firm managing approximately $252 million for individuals, trusts, estates, and business entities. The firm employs a Core & Satellite investment approach combining low-cost passive core allocations with actively managed satellite exposures and offers discretionary investment management alongside comprehensive financial planning services.